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Installed base: 1 Billion; rate per week : 13 million - Bluetooth roll continues

March 30, 2007

Latest stats from the Bluetooth SIG make good reading for promoters of the technology.

As CSR is a bit of a bellwether for the whole Bluetooth industry, their results also make rather interesting reading. Apart from the fact that they are generating shedloads of cash, the following was enlightening:

- Over 50 per cent of revenue is now from non-phone areas, including Sony PS3, Samsung TVs and Digital Media Players
- PCs, gaming and automotive seen as key growth areas in 2007 and beyond
- CSR wins an astonishing 84% of Bluetooth headset design wins in 2006!!! Talk about dominant!

The only wrinkle was a reference to a “challenging second half”, due to two things : 1) over ordering form a key account, and 2) market shift to low-cost phones (most of which are currently without Bluetooth). Share price got somewhat hammered as a result. Interesting punt if you believe that both their operational efficiency, and market dynamics will recover in 2007.

In more Bluetooth Good News, the SIG announced the latest version of the standard a few weeks ago. The snappily titled “Bluetooth Core Specification Version 2.1 + EDR (Enhanced Data Rate)), is actually very good news for, eh, humans, as follows:

- Simplified pairing of devices to enhance the chances of your mum using it
- Much better power management (up to five times better) for certain types of devices (mice, watches, keyboards etc)

All in all - a good period for Bluetooth.

Posted by Sean at March 30, 2007 01:09 PM

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